Independent Advisor Alliance’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-21,969
| Closed | -$488K | – | 683 |
|
|
2021
Q3 | $488K | Buy |
+21,969
| New | +$488K | 0.03% | 390 |
|
|
2021
Q1 | – | Sell |
-15,866
| Closed | -$310K | – | 595 |
|
|
2020
Q4 | $310K | Buy |
+15,866
| New | +$310K | 0.02% | 428 |
|
|
2019
Q3 | – | Sell |
-15,948
| Closed | -$318K | – | 455 |
|
|
2019
Q2 | $318K | Sell |
15,948
-786
| -5% | -$15.7K | 0.05% | 287 |
|
|
2019
Q1 | $297K | Buy |
+16,734
| New | +$297K | 0.04% | 320 |
|